Merkkuri Wealth Advisors LLC
CIK
2040317
City
HICKSVILLE
State / Country
NY
Top Portfolio Positions
144 positions ·
$16,355,373 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
6,767 | $3,905,777 | 23.88% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,612 | $2,999,368 | 18.34% | |
| GLDM |
World Gold Trust
|
17,799 | $1,649,789 | 10.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,477 | $1,348,964 | 8.25% | |
| XOM |
Exxon Mobil Corp
Energy
|
4,859 | $824,377 | 5.04% | |
| AAPL |
Apple Inc.
Technology
|
2,759 | $700,206 | 4.28% | |
| MSFT |
Microsoft Corp
Technology
|
1,483 | $548,962 | 3.36% | |
| IBIT |
iShares Bitcoin Trust ETF
|
10,510 | $403,794 | 2.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,395 | $401,146 | 2.45% | |
| GLD |
Spdr Gold Trust
|
906 | $389,842 | 2.38% |
Portfolio Trend
8 quarters · across all stocks
Holdings in FRA
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,347 | 213 | Shares | Sole | 2026-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||